U.S. Software Stock News

FirstCash Holdings, Inc. recently reported its fourth-quarter and full-year 2025 results, highlighting record revenue of US$1.06 billion for the quarter and net income of US$104.17 million, alongside a Board-approved first-quarter 2026 cash dividend of US$0.42 per share payable on February 27, 2026. The company’s earnings per share from continuing operations rose to US$2.35 in the quarter and US$7.42 for 2025, while it continued to return capital to shareholders through dividends and share...

Recent performance context for Freshpet With no single headline event driving attention to Freshpet (FRPT) today, investors are instead focusing on its recent share performance and latest reported fundamentals to reassess where the stock currently stands. Freshpet closed at US$69.90, with a return of about 3.8% over the past day, roughly flat over the past week, and positive over the past month and past 3 months. Over longer stretches, the stock shows a 16.2% return year to date, a 52.5%...

Why CDW (CDW) is back on investors' radar after Q4 CDW (CDW) is drawing fresh attention after reporting fourth quarter results that exceeded market expectations, supported by double digit growth in cloud, software, and professional services. Management also highlighted strong contributions from small business and education customers, higher gross margins, and CDW's role in supporting customer investments in AI and cloud, which together helped underpin a more confident outlook. See our latest...

If you are wondering whether Murphy USA is starting to look attractively priced, or if recent weakness is a warning sign, this article will help you weigh what the current share price might really be offering. The stock last closed at US$377.89, with a 10.6% decline over the past week, 11.5% over the past month and 6.8% year to date. The 1 year return sits at a 21.0% decline, and the 3 and 5 year returns are 39.7% and 212.9% respectively. Recent attention around Murphy USA has largely...

JinkoSolar Holding’s North American unit, Jinko ESS, previously received IEC 62443-2-4 certification from exida, confirming its adherence to rigorous industrial cybersecurity and secure development lifecycle standards across people, processes, and products. This independent cybersecurity validation strengthens Jinko ESS’s appeal to utilities, data centers, regulators, and other high-risk infrastructure customers that prioritize certified industrial control system security. We will now look...

If you are trying to figure out whether EQT is attractively priced or getting ahead of itself, the current share price of US$56.79 makes valuation a key question. The stock has been relatively active, with a 1 week return of a 1.6% decline, a 30 day return of 11.2%, a year to date return of 6.2%, a 1 year return of 12.4% and a very large 5 year return that is around 2.4x. Recent coverage around EQT has focused on its role in the US energy sector and how natural gas focused businesses are...

If you are wondering whether BrightSpring Health Services is still attractively priced after its run, this article will walk through what the current numbers are actually saying about the stock. The share price recently closed at US$39.68, with returns of 1.0% over the last 7 days, 5.7% over the last 30 days, 3.3% year to date and 79.5% over the last year, which has raised questions about how much value might already be reflected. Recent coverage of BrightSpring has focused on its role as a...

Why DNOW (DNOW) is on investors’ radar today DNOW (DNOW) has caught investor attention after strong recent share performance, with the stock showing positive moves over the past week, month, past 3 months, and year to date. See our latest analysis for DNOW. Recent trading shows momentum building, with DNOW’s 30 day share price return of 23.51% and year to date share price return of 25.45%. Its 5 year total shareholder return of 62.25% reflects a longer term payoff for investors who stayed the...

Medtronic stock moves after recent performance data Medtronic (MDT) has drawn fresh attention after recent performance figures showed a 5.5% return over the past month and 11.1% over the past 3 months, alongside a trailing 1-year total return of 17.9%. See our latest analysis for Medtronic. At a share price of $102.90, Medtronic’s recent 30 day and 90 day share price returns suggest momentum has picked up compared to its more modest year to date move, while multiyear total shareholder returns...

Pagaya Technologies (NasdaqCM:PGY) has launched its 59th publicly rated asset backed securitization. KBRA assigned preliminary ratings to eight classes of notes tied to this new transaction. The deal adds to Pagaya's record of issuing structured products in the asset backed securities market. Pagaya Technologies, trading at $18.64, continues to be active in the securitization arena with this latest ABS transaction. The stock has seen a 49.1% return over the past year and a 26.3% return over...

Centene has agreed to divest its remaining Magellan Health assets, recording a significant after tax impairment tied to the sale. The company, through its Health Net brand, is also advancing community health efforts, including initiatives that honor healthcare professionals and support youth empowerment. These moves highlight a clearer focus on core health insurance activities and on environmental, social, and governance priorities for NYSE:CNC. For investors tracking NYSE:CNC, these...

In early February 2026, Goldman Sachs announced a collaboration with Anthropic to build AI-powered agents for tasks such as trade accounting, client due diligence, and onboarding, alongside a series of new fixed-income offerings and fresh subordinated debt issuance to refine its capital structure. Together with higher bonus pools for bankers and traders after a strong operating year, these moves highlight how Goldman Sachs is pairing technology investment with capital-market activity to...

In late January 2026, Four Corners Property Trust reported acquiring a GreatWater 360 Auto Care in Minnesota via a US$2,300,000 sale-leaseback and a newly built McAlister's Deli in Michigan for US$2,300,000 under a long-term net lease. These additions, both priced at capitalization rates consistent with prior deals, highlight FCPT’s continued focus on expanding its triple net and net lease portfolio in high-traffic retail corridors. We’ll now examine how FCPT’s continued use of long-term...

Earlier this week, Bank of America downgraded Extra Space Storage to Underperform, citing limited signs of a demand recovery despite steadier fundamentals. The bank highlighted management’s cautious outlook and the delayed impact of new-customer growth on same-store revenue, underscoring persistent industry headwinds. We’ll now examine how Bank of America’s demand concerns and management’s cautious outlook shape Extra Space Storage’s investment narrative. Find 52 companies with promising...

If you are wondering whether KB Home's current share price reflects its true worth, you are not alone. Many investors are asking the same question as they reassess housing related stocks. KB Home closed at US$60.94, with returns of 5.9% over the last 7 days, a 1.1% decline over 30 days, 6.8% year to date, and a 2.3% decline over 1 year, 70.7% over 3 years, and 49.5% over 5 years. Together, these figures provide a mixed picture of recent and longer term performance. Recent news around KB Home...

Reinsurance Group of America (NYSE:RGA) reported record full year and quarterly operating results. The company plans to exit the U.S. group healthcare business after completing a business review. RGA completed major capital deployment into in force transactions. The company also acquired industrial real estate in Portland and announced leadership changes. For investors watching NYSE:RGA, these moves come as the stock trades at $225.36, with returns of 11.2% over the past week and 11.9% over...

Union Pacific (NYSE:UNP) has agreed a US$1.2b deal with Wabtec to modernize its AC4400 locomotive fleet, described as the largest locomotive modernization investment in rail industry history. The company is also facing heightened regulatory and political attention on its proposed merger with Norfolk Southern, raising questions about timing and conditions for any potential approval. Union Pacific runs one of the major freight rail networks in the United States, linking key industrial,...

Commerce Bancshares, Inc. recently announced that its Board of Directors declared a quarterly dividend of US$0.275 per share, up 5% from the prior payout as adjusted for a 5% stock dividend in December 2025, payable on March 24, 2026 to shareholders of record on March 6, 2026. This latest increase marks the 58th consecutive year that Commerce Bancshares has raised its regular cash dividend per share, underscoring a long-standing commitment to returning cash to shareholders. We’ll now examine...

Why Lennox International stock is in focus after fresh guidance Lennox International (LII) drew investor attention after issuing 2026 earnings guidance that points to 6% to 7% revenue growth, largely shaped by completed acquisitions, alongside its 2025 results and share repurchase update. See our latest analysis for Lennox International. The fresh 2026 guidance and update on the long running buyback arrived alongside a 2.48% 1 day share price return and 7.05% 7 day share price return. The 1...

American Eagle Outfitters has launched the AE Creator Community, a nationwide ambassador program that formalizes long-term partnerships with U.S.-based content creators who have at least 1,000 followers on a social platform. By streamlining collaboration and offering incentives for regular brand promotion, the program aims to deepen American Eagle’s presence within grassroots creator networks rather than relying solely on traditional advertising. We’ll now examine how this expanded creator...

If you are wondering whether Viasat's share price still offers value after its recent run, this article walks through what the current market price might be implying. Viasat closed at US$41.70, with returns of 10.8% year to date, 266.4% over the past year, 35.4% over three years, 2.2% over the past month and a 7.7% decline over the last week. This hints that sentiment has been shifting over different time frames. Recent news around Viasat has focused on its position in satellite...

Why weaker profitability at Simmons First National (SFNC) is back in focus Recent commentary on Simmons First National (SFNC) has highlighted a 6.7% annual decline in earnings per share over the past five years, along with expectations for a higher efficiency ratio. These factors are bringing profitability pressures back into focus for investors. See our latest analysis for Simmons First National. Despite concerns around profitability, Simmons First National's recent share price momentum has...

Texas Instruments has agreed to acquire Silicon Laboratories (NasdaqGS:SLAB) in an all cash deal valued at about US$7.5b to US$7.8b. The transaction combines Texas Instruments' analog processing franchise with Silicon Labs' wireless connectivity portfolio in embedded systems. The companies describe the deal as a move to create a global leader in embedded wireless connectivity for industrial, automotive and consumer applications. Silicon Labs focuses on mixed signal and wireless connectivity...

If you are wondering whether Criteo's current share price reflects its underlying business, this article will walk through what the numbers are actually saying about value. Criteo last closed at US$19.19, with recent returns of 0.1% over 7 days, a 7.2% decline over 30 days, a 4.2% decline year to date, and a 57.8% decline over the past year. These figures can change how investors think about both upside potential and risk. Recent news coverage around Criteo has focused on its position in...